Columbia Trust’s Marsh MRSH Stock Holding History

Columbia Trust’s Portfolio MRSH Stock Details MRSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$280K	Buy	1,477 +17	+1%	+$3.29K	0.13%	118
2023 Q3	$278K	Buy	1,460 +83	+6%	+$15.9K	0.16%	109
2023 Q2	$259K	Buy	1,377 +5	+0.4%	+$887	0.15%	111
2023 Q1	$229K	Sell	1,372 -83	-6%	-$13.8K	0.13%	122
2022 Q4	$241K	Buy	1,455 +47	+3%	+$7.68K	0.13%	128
2022 Q3	$210K	Sell	1,408 -15	-1%	-$2.41K	0.12%	125
2022 Q2	$220K	Hold	1,423	–	–	0.12%	138
2022 Q1	$241K	Sell	1,423 -90	-6%	-$14.2K	0.11%	138
2021 Q4	$229K	Hold	1,513	–	–	0.12%	129
2021 Q3	$229K	Sell	1,513 -6	-0.4%	-$907	0.12%	130
2021 Q2	$214K	Buy	+1,519	New	+$204K	0.12%	136
2020 Q1	–	Sell	-1,918	Closed	-$213K	–	117
2019 Q4	$213K	Buy	+1,918	New	+$200K	0.19%	124

Other funds holding MRSH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Columbia Trust's MRSH Position: Q4 2023 in Review

Columbia Trust increased its Marsh (MRSH) stake by 1.2% in Q4 2023, buying an estimated $3.29K and bringing the position to 1,477 shares worth $280K. The position accounts for 0.13% of the portfolio, ranked #118.

Columbia Trust first reported a position in MRSH in Q4 2019 and has held it in 12 quarters since. 1,371 funds tracked by Wall St. Rank hold MRSH as of Q4 2023.

Columbia Trust held 1,477 shares of Marsh worth $280K as of Q4 2023.
Columbia Trust bought 17 Marsh shares in Q4 2023, an estimated $3.29K.
Marsh made up 0.13% of Columbia Trust's portfolio in Q4 2023, its #118 holding.
Columbia Trust first reported a position in Marsh in Q4 2019 and has held it in 12 quarters since.
1,371 funds tracked by Wall St. Rank held Marsh as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.